Vtiger CRM

Vtiger CRM (Open Source) Node

Actions11

Overview

This node integrates with the Vtiger CRM (Open Source) system, allowing users to perform various operations such as creating, deleting, describing records, managing sessions, querying data, and listing available types within Vtiger. The "List Types" operation specifically retrieves all available entity types from the Vtiger CRM instance.

Common scenarios for this node include automating CRM workflows, synchronizing data between Vtiger and other systems, or managing CRM records programmatically. For example, a user might use the "List Types" operation to dynamically fetch all record types before performing further actions like creating or querying specific entities.

Properties

Name	Meaning
Session Name	The session identifier obtained through a prior login operation; required for authentication in most operations except login.

Output

The output is a JSON array containing the response from the Vtiger CRM API corresponding to the "listtypes" operation. This typically includes a list of all entity types available in the CRM system.

Example structure of the json output field:

{
  "success": true,
  "result": [
    "Accounts",
    "Contacts",
    "Leads",
    "Potentials",
    ...
  ]
}

No binary data is produced by this operation.

Dependencies

Requires an active connection to a Vtiger CRM instance.
Needs an API key credential configured in n8n for authenticating requests.
The node uses HTTP requests to communicate with the Vtiger webservice endpoint.
For login operations, it depends on the crypto-js library to generate MD5 hashes for access keys.

Troubleshooting

Invalid Session Name: If the session name is missing or expired, operations will fail. Ensure you have performed a successful login operation to obtain a valid session name.
API Authentication Errors: Incorrect API credentials or host URL can cause authentication failures. Verify that the API key and host are correctly set in the credentials.
Network Issues: Connectivity problems to the Vtiger server will result in request failures. Check network access and firewall settings.
Operation Not Implemented Error: Selecting an unsupported operation will throw an error. Confirm the operation name is correct and supported by the node.
Error Messages from Vtiger: The node surfaces error messages returned by the Vtiger API, including error codes. Review these messages to diagnose issues such as permission problems or invalid parameters.